Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

Samsung Electronics Co., Ltd. manufactures a wide range of consumer and industrial electronic equipment and products such as semiconductors, personal computers, peripherals, monitors, televisions, and home appliances including air conditioners and microwave ovens. The Company also produces Internet access network systems and telecommunications equipment including mobile phones.

<ul><li>CoSAI is a collaboration between tech giants like Intel, Google, and IBM to drive innovation in the automotive industry.</li><li>Knobs and buttons are making a comeback in car interfaces, reflecting a trend in automotive design for more tactile controls.</li><li>Apple opposes Tata-Vivo partnership as Vivo marks its 10th anniversary in India, while Biden admin shows support for CHIPS Act to boost packaging and testing industry.</li></ul>

CoSAI is a collaboration between tech giants like Intel, Google, and IBM to drive innovation in the automotive industry.Knobs and buttons are making a comeback in car interfaces, reflecting a trend in automotive design for more tactile controls.Apple opposes Tata-Vivo partnership as Vivo marks its 10th anniversary in India, while Biden admin shows support for CHIPS Act to boost packaging and testing industry.

Tech Supply Chain Tracker (01-Aug-2024): Top tech firms join CoSAI.

Acer Inc. manufactures and distributes semiconductor products, personal computers, computer peripherals, multimedia products, and computer software. The Company also provides maintenance and repair services to customers.  In addition, Acer Inc. operates real estate business. The Company markets its products under the Acer brand name.

<ul><li>Kamala Harris assumes presidency after Joe Biden steps down amidst discussions on AI regulations and semiconductor debates.</li><li>India's iVP Semi focuses on domestic market with locally developed strategy, aiming to penetrate the fabless startup industry.</li><li>Composite materials boast superior performance but come with higher costs due to advanced properties and manufacturing processes; South Korean experts urge government to protect OLED panel market against Chinese competition.</li></ul>

Kamala Harris assumes presidency after Joe Biden steps down amidst discussions on AI regulations and semiconductor debates.India's iVP Semi focuses on domestic market with locally developed strategy, aiming to penetrate the fabless startup industry.Composite materials boast superior performance but come with higher costs due to advanced properties and manufacturing processes; South Korean experts urge government to protect OLED panel market against Chinese competition.

Tech Supply Chain Tracker (24-Jul-2024): Biden out, Harris leads amid AI, semiconductor debates.

Geopolitical Analyst, Steno Research, Steno Research

Mikkel Rosenvold

Geopolitical Analyst, Steno Research

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Macroeconomics

<ul><li>Whoa, yet another completely historical weekend in the US Presidential Race.</li><li>President Biden is out of contention in what was perhaps the most predictable thing in a completely unpredictable race so far.</li><li>Now, as we discussed  yesterday, Kamala Harris is entering the race as an underdog, but a Trump landslide in November is far from a foregone conclusion.</li></ul>

Whoa, yet another completely historical weekend in the US Presidential Race.President Biden is out of contention in what was perhaps the most predictable thing in a completely unpredictable race so far.Now, as we discussed  yesterday, Kamala Harris is entering the race as an underdog, but a Trump landslide in November is far from a foregone conclusion.

Great Game – 5 Things I Expect from Kamalanomics

Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

<ul>
<li>24 days after his catastrophic debate, and 29 days before the Democratic convention, President Biden dropped out of the presidential race and endorsed VP Kamala Harris as the Democratic nominee. </li>
<li>The latest polls showed Trump leading Biden by 3pp in the average of polls, including big leads in all seven battleground states. Harris is marginally closer in match-ups against Trump. </li>
<li>Trump-Vance have momentum after RNC. To be competitive, Harris (if endorsed by DNC) would need to pick an exciting, moderate candidate (eg, PA governor Shapiro) and hew to the centre.</li>
</ul>


24 days after his catastrophic debate, and 29 days before the Democratic convention, President Biden dropped out of the presidential race and endorsed VP Kamala Harris as the Democratic nominee. 
The latest polls showed Trump leading Biden by 3pp in the average of polls, including big leads in all seven battleground states. Harris is marginally closer in match-ups against Trump. 
Trump-Vance have momentum after RNC. To be competitive, Harris (if endorsed by DNC) would need to pick an exciting, moderate candidate (eg, PA governor Shapiro) and hew to the centre.


Biden Leaves Presidential Race, Endorses VP Harris; Contest to Tighten if Dems Unite

Junior Finance Analyst, Steno Research

Ulrik Simmelholt

Junior Finance Analyst

Cross Asset Strategy

<ul><li>We’ve received loads of feedback from our clients regarding our Trump versus Biden basket.</li><li>As a result, we will provide a detailed breakdown of both baskets and explain the rationale behind each.</li><li>We are updating the baskets regularly based on the political proposals of the two candidates.</li></ul>

We’ve received loads of feedback from our clients regarding our Trump versus Biden basket.As a result, we will provide a detailed breakdown of both baskets and explain the rationale behind each.We are updating the baskets regularly based on the political proposals of the two candidates.

Equity Watch: The Trump versus Biden Basket

US Election 2020; the Biden Harris Ticket